Tax Advisory Assistant Manager
We are Fortus. We’re business advisors and accountants. With over 40 years of experience, we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
Fortus is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.
About the role
We are seeking an Assistant Manager to support the existing juniors in the team and work with the senior managers to grow and develop in a progressive and high pace tax advisory team. This opportunity is ideal for someone who has some tax advisory experience but wants to specialise solely in advisory work.
Key responsibilities
- Key contact for client on advisory projects, with communications monitored and reviewed only where needed.
- Prepare first draft of main client deliverables (clearances, tax reports etc.) with oversight from management and communications to third parties (legal/finance etc.).
- Act as primary contact for legal advisors and third-party contacts on advisory projects, with communications monitored and reviewed.
- Autonomy in deadline meeting/setting within client expectations and external deadline factors i.e. tax year end, refinancing etc.
- Developing commercial awareness of fee charges and recoverability on tax projects to ensure time spent is commensurate with agreed fees.
- Self-awareness of technical/non-technical limitations to flag areas that require closer review.
- Undertaking first level reviews for deliverables and communications produced by Tax Seniors, where appropriate.
- Working under guidance from Manager or Senior Manager to determine direction of advisory projects at an early stage, with active input being given in decisions.
- Output should be of a level that requires limited input following initial instructions and discussions but will likely still require careful review and oversight in final review stage.
- Attend and take notes at meetings with clients, third parties and internal relationship holders with some active participation where subject matter is known and participation appropriate.
- Ability to interpret meeting notes and requests into advisory project concepts in written proposal form subject to review, with ability to contribute actively to proposals.
About you
- Minimum of 4 years’ experience of working in tax, ideally obtained within practice
- CTA student or part qualified and actively working towards completion of qualification. Completion of CTA a requirement in order to advance to manager level.
- Past management/supervisory experience would be beneficial
- Experience managing and controlling workflows in a practice environment
- Excellent written and verbal communication skills
- Capability to translate complex theories into plain English
- Demonstrate a high level of commercial awareness
- Project management & leadership skills
- Strong communication and organisational skills
- Experience managing and controlling workflows in a practice environment
- Excellent time management
- Can work well under pressure, hit deadlines and respond promptly to requests
- Ability to undertake self-led research and communicate on increasingly technical tax subjects ensuring familiarity with available resources – legislation/Croner/Practical Law. Provide guidance to tax seniors on this research.
What's on offer?
- Competitive salary - depending on experience
- Company bonus scheme
- CTA study support (where applicable)
- 26 days holiday per annum
- Flexible bank holidays
- Birthday day off
- Health cash plan
- Employee Assistance Programme
- Group Life Assurance x 3
- Aegon pension scheme with the option to salary sacrifice
- Additional salary sacrifice benefits available including EV car scheme, gym membership, cycle to work, tech benefits
- Agile working
- Training and development opportunities
- On site parking (York)